Description: At GGI's April 2014 Metrics Summit held in Norwood, MA, attendees assembled into six teams to apply the Linked Metrics Portfolio Method to create a set of integrated and linked metrics spanning top-to-bottom organization measurement needs for a given R&D strategy.

The four different R&D strategies used at the Summit are: Innovator, Innovator/Extender, Balanced Portfolio, Follower/Extender.

Companies bringing three or more people from a single company form a Company Team. There were three Company Teams. Mixed Teams are formed by individuals from different companies who choose to work together because they share a common R&D strategy in their respective companies. There were three Mixed Teams.

This document includes the six portfolios created by attendees to measure their entire R&D organization including VP-Level R&D measurement, projects, functions, improvement efforts, and corporation-level metrics.

Created by Goldense Group, Inc., the Linked Metrics Portfolio® is a natural fit for environments that have many projects, such as marketing, research and development, and operations. It allows project, functional, and improvement teams to identify key metrics and roll them up to the vice presidential level. The T98 document consists of power point slides generated from this Summit worskhop, and a step-by-step description of the methodology.

Section Titles:

Linked Metrics Portfolio® Logic

Page 3

Linked Metrics Portfolio® Method

Page 11

.

Team #1:

Balanced - Company Team - Medical Devices

Page 20

Team #2:

Balanced - Mixed Team - Medical Equipment

Page 25

Team #3:

Balanced - Mixed Team - Energy & Content Mining

Page 30

Team #4:

Balanced - Mixed Team - Materials

Page 35

Team #5:

Extender - Company Team - Motion Pictures

Page 39

Team #6:

Extender - Company Team - Consumer Goods

Page 44

.

Brainstorming Results

Page 49 - 50

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